Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd G. Piontek is a financial advisor with over 16 years of experience in the industry. Todd currently works at Osaic Wealth, Inc., where Todd holds a Series 66 license. Previously, Todd worked at Woodbury Financial Services, Inc., SII Investments, Inc., Morgan Stanley and Citigroup Global Markets Inc. Todd has passed the Securities Industry Essentials Examination, Futures Managed Funds Examination and the General Securities Representative Examination. Todd holds the designation of Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
12/08/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
05/17/2013 - 12/11/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
06/01/2009 - 06/13/2013
MORGAN STANLEY (GREEN BAY WI)
WI
11/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Piontek is the right advisor for you? Invested Better is here to help.
